• Written By
    Lamia Chowdhury

    Lamia Chowdhury

    Financial Editor

    Lamia Chowdhury is a financial editor at Annuity.org. Lamia carries an extensive skillset in the content marketing field, and her work as a copywriter spans industries as diverse as finance, health care, travel and restaurants.

    Read More
  • Edited By
    Savannah Pittle
    Savannah Pittle, senior financial editor for Annuity.org

    Savannah Pittle

    Senior Financial Editor

    Savannah Pittle is an accomplished writer, editor and content marketer. She joined Annuity.org as a financial editor in 2021 and uses her passion for educating readers on complex topics to guide visitors toward the path of financial literacy.

    Read More
  • Published: March 3, 2022
  • 2 min read time
Fact Checked
Fact Checked

Annuity.org content is meticulously reviewed to ensure it meets our high standards for readability, accuracy, fairness and transparency.

Annuity.org articles are spellchecked, grammatically correct and typo-free. Annuity.org editors may revise content for clarity, logic, flow and meaning. Annuity.org only uses credible sources of information.

This includes reputable industry sources, select financial publications, credible nonprofits, official government reports, court records and interviews with qualified experts.

Annuity.org published its latest feature, “Your Roadmap to Financial Wellness,” on March 7. The piece explores the modern roadblocks many Americans face on the road to financial wellness and what it means to be financially free in today’s economic climate.

While the concepts of budgeting and saving continue to be fundamental basics for financial health, there’s more to consider when it comes to reaching financial wellness in the current landscape.

“When I started working on this project, I thought it would be a how-to guide on the steps you can take to achieve financial wellbeing throughout your life,” Senior Financial Writer and Financial Wellness Facilitator Terry Turner said. “But as I interviewed experts who’ve done extensive research into how Americans view their individual financial wellness, it was clear that decades-old conventional wisdom about savings, emergency funds and retirement planning went out the window.”

This feature helps illustrate how student loans, COVID-related economic upheaval and the so-called Great Resignation have impacted the ways members of different generations view their own financial wellness.

The Annuity.org editorial team conducts thorough research and collaborates with financial industry experts to provide readers with detailed and dependable information.

About the Feature’s Experts

  • Kristen Carlisle, General Manager of 401(k) Business at Betterment
  • Paul Golden, Managing Director of Media and Communications at the National Endowment for Financial Education (NEFE)
  • Marlo Richardson, Entrepreneur and Motivational Speaker
  • Mark Williams, President and CEO of Brokers International
  • Snezana Zlatar, Senior Managing Director of Financial Wellness, Advice and Innovation at the Teachers Insurance and Annuity Association of America

Visit the feature to learn more about financial wellness and to take our interactive quiz where you can find out how you compare to other Americans on the financial wellness scale.

For media inquiries and collaborations, contact Annuity.org Senior Financial Writer and Financial Wellness Facilitator Terry Turner at [email protected]

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Last Modified: January 3, 2023